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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,642 | $97,732-68.6% | $83,831-63.4% | $135,380-77.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.34% | 1287.56%-1292.9pp | 850.99%-856.3pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,614 | $4,222-38.1% | $3,631-28.0% | $4,779-45.3% |
| Participant deferral / active EE | $727 | $4,683-84.5% | $4,082-82.2% | $5,609-87.0% |
| Admin fee / account holder | $17 | $6,675-99.8% | $5,479-99.7% | $10,828-99.8% |